DWM
Dakota Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.5M | Buy |
245,542
+20,960
| +9% | +$2.26M | 0.56% | 39 |
|
|
2025
Q1 | $26.7M | Sell |
224,582
-7,498
| -3% | -$892K | 0.62% | 35 |
|
|
2024
Q4 | $25M | Sell |
232,080
-21,078
| -8% | -$2.27M | 0.57% | 38 |
|
|
2024
Q3 | $29.7M | Buy |
253,158
+30,816
| +14% | +$3.61M | 0.67% | 31 |
|
|
2024
Q2 | $25.6M | Buy |
222,342
+12,002
| +6% | +$1.38M | 0.6% | 29 |
|
|
2024
Q1 | $24.4M | Buy |
210,340
+10,068
| +5% | +$1.17M | 0.61% | 30 |
|
|
2023
Q4 | $20M | Sell |
200,272
-45,490
| -19% | -$4.55M | 0.78% | 24 |
|
|
2023
Q3 | $28.9M | Buy |
245,762
+17,881
| +8% | +$2.1M | 1.28% | 11 |
|
|
2023
Q2 | $24.4M | Buy |
227,881
+16,377
| +8% | +$1.76M | 1.15% | 15 |
|
|
2023
Q1 | $23.2M | Buy |
211,504
+1,335
| +0.6% | +$146K | 1.55% | 4 |
|
|
2022
Q4 | $23.2M | Sell |
210,169
-9,661
| -4% | -$1.07M | 1.64% | 5 |
|
|
2022
Q3 | $19.2M | Buy |
219,830
+113,312
| +106% | +$9.89M | 1.55% | 7 |
|
|
2022
Q2 | $9.12M | Buy |
106,518
+7,164
| +7% | +$614K | 0.84% | 30 |
|
|
2022
Q1 | $8.21M | Buy |
99,354
+13,890
| +16% | +$1.15M | 0.67% | 34 |
|
|
2021
Q4 | $5.23M | Buy |
85,464
+78,329
| +1,098% | +$4.79M | 0.55% | 49 |
|
|
2021
Q3 | $420K | Buy |
7,135
+204
| +3% | +$12K | 0.05% | 252 |
|
|
2021
Q2 | $437K | Sell |
6,931
-877
| -11% | -$55.3K | 0.05% | 236 |
|
|
2021
Q1 | $436K | Sell |
7,808
-1,134
| -13% | -$63.3K | 0.06% | 222 |
|
|
2020
Q4 | $369K | Sell |
8,942
-2,728
| -23% | -$113K | 0.05% | 231 |
|
|
2020
Q3 | $401K | Sell |
11,670
-1,108
| -9% | -$38.1K | 0.06% | 195 |
|
|
2020
Q2 | $571K | Sell |
12,778
-674
| -5% | -$30.1K | 0.1% | 157 |
|
|
2020
Q1 | $511K | Sell |
13,452
-12,301
| -48% | -$467K | 0.11% | 146 |
|
|
2019
Q4 | $1.8M | Sell |
25,753
-5,907
| -19% | -$412K | 0.29% | 86 |
|
|
2019
Q3 | $2.24M | Sell |
31,660
-14,269
| -31% | -$1.01M | 0.38% | 74 |
|
|
2019
Q2 | $3.52M | Sell |
45,929
-3,468
| -7% | -$266K | 0.67% | 39 |
|
|
2019
Q1 | $3.99M | Buy |
49,397
+32,893
| +199% | +$2.66M | 0.79% | 34 |
|
|
2018
Q4 | $1.25M | Buy |
16,504
+1,606
| +11% | +$122K | 0.28% | 77 |
|
|
2018
Q3 | $1.27M | Sell |
14,898
-3,331
| -18% | -$283K | 0.28% | 82 |
|
|
2018
Q2 | $1.51M | Buy |
18,229
+11,208
| +160% | +$927K | 0.42% | 59 |
|
|
2018
Q1 | $524K | Sell |
7,021
-1,103
| -14% | -$82.3K | 0.27% | 48 |
|
|
2017
Q4 | $679K | Sell |
8,124
-117
| -1% | -$9.78K | 0.36% | 43 |
|
|
2017
Q3 | $676K | Hold |
8,241
| – | – | 0.37% | 44 |
|
|
2017
Q2 | $665K | Buy |
8,241
+911
| +12% | +$73.5K | 0.37% | 45 |
|
|
2017
Q1 | $601K | Buy |
7,330
+532
| +8% | +$43.6K | 0.35% | 44 |
|
|
2016
Q4 | $614K | Sell |
6,798
-50
| -0.7% | -$4.52K | 0.4% | 35 |
|
|
2016
Q3 | $598K | Buy |
6,848
+41
| +0.6% | +$3.58K | 0.39% | 36 |
|
|
2016
Q2 | $638K | Sell |
6,807
-450
| -6% | -$42.2K | 0.43% | 35 |
|
|
2016
Q1 | $607K | Sell |
7,257
-2,680
| -27% | -$224K | 0.44% | 34 |
|
|
2015
Q4 | $775K | Hold |
9,937
| – | – | 0.53% | 31 |
|
|
2015
Q3 | $739K | Sell |
9,937
-75
| -0.7% | -$5.58K | 0.51% | 31 |
|
|
2015
Q2 | $833K | Sell |
10,012
-1,092
| -10% | -$90.9K | 0.5% | 31 |
|
|
2015
Q1 | $944K | Buy |
11,104
+362
| +3% | +$30.8K | 0.56% | 29 |
|
|
2014
Q4 | $993K | Buy |
+10,742
| New | +$993K | 0.62% | 30 |
|